Senior Financial Advisor - Bridgewater, NS

Scotiabank Global Site; Town of Bridgewater; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Senior Financial Advisor in Bridgewater, Nova Scotia. In this role, you will build strong customer relationships and develop personalized financial strategies. You will provide expert advice and help clients achieve their financial goals. The position offers a competitive compensation package with opportunities for advancement without needing to change branches.

Benefits

Competitive compensation and benefits package

Support for career advancement

Collaborative team environment

Qualifications

• Strong customer relationship skills are essential.
• Proven ability to meet and exceed sales targets is required.
• A strategic mindset to develop personalized financial strategies.

Responsibilities

• Take a proactive approach to discovering customer needs.
• Educate customers and provide expert financial advice.
• Build comprehensive plans to help clients achieve their goals.

Skills

Customer relationship management

Financial Planning

Sales Experience

Investment Experience

Wealth Management

Education

Mutual Funds license

CIFP Diploma

Job description

Requisition ID : 231680

Join a purpose driven winning team committed to results in an inclusive and high-performing culture.

What your role will be

Senior Financial Advisor

At Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching learning and development there are endless possibilities. At Scotiabank you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What youll be doing

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network our focus is to provide exceptional service throughout the customers journey by :

• Taking a proactive approach to discovering our customer needs listening to understand what they are asking for
• Educating our customers providing relevant insights and expert advice
• Building our customers comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong long-standing relationships
• Developing retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed

The appetite and drive to build strong customer relationships

A strategic mindset to develop personalized financial strategies including day-to-day banking investments and borrowing solutions

The proven ability to meet and exceed sales targets in a fast paced environment that align to a customers stated goals

A Mutual Funds license and completed CIFP Diploma

What were offering

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers

A competitive compensation and benefits package

An organization committed to making a difference in our communities for you and our customers

You can expect to be recognized and rewarded for high-performance. Youll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development

Youll receive clear transparent criteria to progress in your career

You wont need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise

Location(s) : Canada : Nova Scotia : Bridgewater

Scotiabank is a leading bank in the Americas. Guided by our purpose : for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.

At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.

Required Experience :

Senior IC

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills

Employment Type : Advisor

Experience : years

Vacancy : 1